Principal

mdunbar@financialinsights.net

Mike has served his Financial Planning clients since 1982. Mike enjoys working with individuals, corporate executives and business owners focusing on investment, wealth management and financial planning issues.  Mike served on the Board of Directors of the Puget Sound Chapter of the Institute for Certified Financial Planners. He has been a member of the Rotary Club of Tacoma #8 for 23 years; he was Club President in 2003 and was honored as the Rotarian of the Year in 2000.

Mike serves or has served on a number of local charitable boards including the American Heart Association, Safe Streets Campaign, Rotary Club of Tacoma #8, Tacoma Rotary Foundation, The Greater Tacoma Community Foundation Investment Committee, St. Theresa’s Parish Finance Chairman, Boys and Girls Clubs of South Puget Sound Corporate Board, Multicare Health Systems Foundation and Lindquist Dental Clinic for Children.

Mike has been married for 37 years to Liz Begert Dunbar, retired Deputy Secretary, Department of Social and Health Services for the State of Washington. Liz is currently Executive Director of Tacoma Community House. Mike has two grown children and has lived in the Tacoma area since 1977.

Education

  • Certified Financial Planner, 1987
  • BA in Business and BS in Psychology from Washington State University

Professional/Community

  • Member of the Financial Planning Association
  • Has been a Registered Principal with the Securities and Exchange Commission and a Registered Representative with the State of Washington since 1983
  • Rotarian of the Year in 2000

When Not Working

  • Family
  • Community service
  • Wellness
  • Travel